明年1月份,逾5000億(yi)元市(shi)值(zhi)待解禁,市(shi)場能(neng)否承壓?
今(jin)年(nian)以(yi)來,多數月份解(jie)禁(jin)(jin)市(shi)(shi)(shi)(shi)值(zhi)在3000億(yi)(yi)元(yuan)以(yi)下,今(jin)年(nian)2月份,解(jie)禁(jin)(jin)市(shi)(shi)(shi)(shi)值(zhi)為(wei)年(nian)內(nei)高點(dian),當月合計上市(shi)(shi)(shi)(shi)流(liu)通269.10億(yi)(yi)股,解(jie)禁(jin)(jin)市(shi)(shi)(shi)(shi)值(zhi)達3214.33億(yi)(yi)元(yuan)。今(jin)年(nian)4月份,解(jie)禁(jin)(jin)市(shi)(shi)(shi)(shi)值(zhi)為(wei)年(nian)內(nei)低點(dian),當月合計上市(shi)(shi)(shi)(shi)流(liu)通193.84億(yi)(yi)股,解(jie)禁(jin)(jin)市(shi)(shi)(shi)(shi)值(zhi)1436.62億(yi)(yi)元(yuan)。
最(zui)新數據顯示,明年1月份(fen),共計185只個股面(mian)臨解(jie)禁(jin),按當前最(zui)新收盤(pan)價計算,解(jie)禁(jin)市值合計5482.78億(yi)元(yuan),將創下近一年來單月解(jie)禁(jin)市值新高。
9股解禁市值或超百億(yi)
從個(ge)(ge)股解(jie)禁(jin)(jin)(jin)市值(zhi)來看,大部(bu)分(fen)個(ge)(ge)股解(jie)禁(jin)(jin)(jin)市值(zhi)在(zai)(zai)50億(yi)元(yuan)(yuan)(yuan)(yuan)以(yi)下。數據顯(xian)示,21只(zhi)(zhi)個(ge)(ge)股解(jie)禁(jin)(jin)(jin)市值(zhi)在(zai)(zai)億(yi)元(yuan)(yuan)(yuan)(yuan)以(yi)下,73只(zhi)(zhi)個(ge)(ge)股解(jie)禁(jin)(jin)(jin)市值(zhi)在(zai)(zai)1億(yi)元(yuan)(yuan)(yuan)(yuan)至10億(yi)元(yuan)(yuan)(yuan)(yuan)之間,67只(zhi)(zhi)個(ge)(ge)股解(jie)禁(jin)(jin)(jin)市值(zhi)在(zai)(zai)10億(yi)元(yuan)(yuan)(yuan)(yuan)至50億(yi)元(yuan)(yuan)(yuan)(yuan)之間,15只(zhi)(zhi)個(ge)(ge)股解(jie)禁(jin)(jin)(jin)市值(zhi)在(zai)(zai)50億(yi)元(yuan)(yuan)(yuan)(yuan)至100億(yi)元(yuan)(yuan)(yuan)(yuan)之間,9只(zhi)(zhi)個(ge)(ge)股解(jie)禁(jin)(jin)(jin)市值(zhi)在(zai)(zai)100億(yi)元(yuan)(yuan)(yuan)(yuan)以(yi)上。
解(jie)禁市(shi)值(zhi)(zhi)最高的個(ge)股(gu)是申萬宏源,2018年1月(yue)26日,中國(guo)建銀投資有(you)限(xian)責(ze)任(ren)公司、中央匯金(jin)投資有(you)限(xian)責(ze)任(ren)公司、中國(guo)光大集團股(gu)份公司的吸收(shou)合并限(xian)售(shou)流通股(gu)解(jie)禁,合計解(jie)禁126.16億股(gu),解(jie)禁市(shi)值(zhi)(zhi)高達668.64億元。
順豐控股(gu)(gu)明年(nian)1月23日迎(ying)來(lai)大面積解禁,因增發A股(gu)(gu)法人配(pei)售(shou)上市,寧(ning)波順達豐潤(run)投(tou)資管(guan)理合(he)伙企業(有限合(he)伙)、深圳(zhen)市招廣投(tou)資有限公司等6位股(gu)(gu)東(dong)合(he)計(ji)解禁12.48億(yi)股(gu)(gu),解禁市值高達627.25億(yi)元。
萬(wan)達電影、石(shi)化油服、春秋航空、華(hua)友鈷業等解(jie)禁(jin)市值也(ye)在200億元以(yi)上。
從解(jie)禁(jin)數量(liang)(liang)來(lai)看,70只個(ge)股(gu)解(jie)禁(jin)數量(liang)(liang)逾(yu)億股(gu),其中(zhong)(zhong)7只個(ge)股(gu)解(jie)禁(jin)數量(liang)(liang)超10億股(gu),分別是申萬(wan)宏(hong)源、石(shi)化(hua)油(you)服、華東(dong)科(ke)(ke)技、中(zhong)(zhong)國(guo)中(zhong)(zhong)冶、天地科(ke)(ke)技、順(shun)豐控股(gu)、中(zhong)(zhong)原證券。申萬(wan)宏(hong)源依(yi)然穩居榜首,其次是石(shi)化(hua)油(you)服,公(gong)司(si)重大資產重組之非公(gong)開發行限售股(gu)上市流通日期為(wei)2018年1月2日,解(jie)禁(jin)數量(liang)(liang)為(wei)92.24億股(gu),占公(gong)司(si)總股(gu)本的65.22%。該股(gu)自5月下旬以來(lai)股(gu)價持續震蕩(dang)下行,周二(er)盤中(zhong)(zhong)股(gu)價創近三(san)年來(lai)新低。
逾七(qi)成(cheng)解禁(jin)股表現(xian)不佳
這些(xie)即將(jiang)解禁(jin)股(gu)(gu)年(nian)內(nei)(nei)表現(xian)又(you)如何?哪(na)些(xie)個股(gu)(gu)值(zhi)得警惕(ti)?數據寶(bao)統計(ji)顯示,剔除今(jin)年(nian)上(shang)市的次新股(gu)(gu),逾(yu)七成個股(gu)(gu)年(nian)內(nei)(nei)表現(xian)不佳。12只(zhi)個股(gu)(gu)年(nian)內(nei)(nei)累(lei)計(ji)跌(die)幅(fu)(fu)在10%以內(nei)(nei),21只(zhi)個股(gu)(gu)年(nian)內(nei)(nei)累(lei)計(ji)跌(die)幅(fu)(fu)在10%至(zhi)20%之間,23只(zhi)個股(gu)(gu)年(nian)內(nei)(nei)累(lei)計(ji)跌(die)幅(fu)(fu)在20%至(zhi)30%之間,48只(zhi)個股(gu)(gu)年(nian)內(nei)(nei)累(lei)計(ji)跌(die)幅(fu)(fu)在30%以上(shang),其中8只(zhi)個股(gu)(gu)年(nian)內(nei)(nei)股(gu)(gu)價腰斬過半,分別(bie)是省廣股(gu)(gu)份(fen)(fen)、智慧松德(de)、匯中股(gu)(gu)份(fen)(fen)、柘(zhe)中股(gu)(gu)份(fen)(fen)、南華儀器、健盛集團、東方通(tong)、*ST中安(an)。
*ST中安年(nian)內累計下跌(die)69.65%,跌(die)幅最大(da)。今(jin)年(nian)前三季(ji)度,*ST中安凈(jing)利潤虧損(sun)1.13億元(yuan)。三季(ji)報股(gu)(gu)東(dong)(dong)數據顯示,*ST中安三季(ji)度末股(gu)(gu)東(dong)(dong)人(ren)數達到(dao)13.13萬(wan)戶,創2010年(nian)以(yi)來各報告期(qi)新高,此外,全國社保基金(jin)已經(jing)退出其前十大(da)流(liu)通(tong)股(gu)(gu)東(dong)(dong)行列。
東(dong)方(fang)通年(nian)內累計(ji)下跌(die)63.66%緊(jin)隨其后。該股今日盤中(zhong)股價跌(die)至12元,創(chuang)下2015年(nian)以(yi)來新低(di)。公司預計(ji)今年(nian)凈利(li)潤可能為虧損。
28只個(ge)股(gu)(gu)年(nian)內(nei)股(gu)(gu)價上(shang)漲(zhang),占比不足三成。19只個(ge)股(gu)(gu)年(nian)內(nei)累計(ji)漲(zhang)幅超10%,其中6只個(ge)股(gu)(gu)累計(ji)漲(zhang)幅在50%以(yi)上(shang),分別是華(hua)友鈷(gu)業、萬華(hua)化(hua)學(xue)、華(hua)帝股(gu)(gu)份、藍焰控(kong)股(gu)(gu)、伊之(zhi)密、蘇泊爾。華(hua)友鈷(gu)業年(nian)內(nei)累計(ji)漲(zhang)幅130.68%排名第一位(wei)。作為今年(nian)有色板塊(kuai)熱(re)門股(gu)(gu)之(zhi)一,華(hua)友鈷(gu)業此(ci)前(qian)曾(ceng)備(bei)受市場關注,近(jin)期股(gu)(gu)價趨于平穩。公司預(yu)計(ji)今年(nian)凈利潤(run)將大幅增長。
另一只年內股價漲(zhang)幅翻(fan)倍的萬華(hua)化學累計上漲(zhang)115.28%,排名第二位。該股當前因重大資(zi)產重組事項處于(yu)停牌狀態,公(gong)司(si)控股股東萬華(hua)實業擬進行公(gong)司(si)分立(li)及整體上市(shi)相(xiang)關(guan)工作(zuo)。(數據(ju)寶 梁謙剛)
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